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Ridgeline Wealth Planning’s Lam Research LRCX Stock Holding History

Ridgeline Wealth Planning’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.13M Buy
4,910
+547
+13% +$166K 1.35% 11
2026
Q1 		$932K Sell
4,363
-593
-12% -$133K 0.68% 19
2025
Q4 		$848K Sell
4,956
-658
-12% -$102K 0.61% 20
2025
Q3 		$752K Sell
5,614
-863
-13% -$91.4K 0.56% 20
2025
Q2 		$630K Sell
6,477
-1,422
-18% -$113K 0.52% 20
2025
Q1 		$574K Buy
7,899
+105
+1% +$8.27K 0.56% 18
2024
Q4 		$563K Buy
+7,794
New +$591K 0.54% 20

Other funds holding LRCX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ridgeline Wealth Planning's LRCX Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Lam Research (LRCX) stake by 13% in Q2 2026, buying an estimated $166K and bringing the position to 4,910 shares worth $2.13M. The position accounts for 1.35% of the portfolio, ranked #11.

Ridgeline Wealth Planning first reported a position in LRCX in Q4 2024 and has held it in 7 quarters since. 3,114 funds tracked by Wall St. Rank hold LRCX as of Q2 2026.

  • Ridgeline Wealth Planning held 4,910 shares of Lam Research worth $2.13M as of Q2 2026.
  • Ridgeline Wealth Planning bought 547 Lam Research shares in Q2 2026, an estimated $166K.
  • Lam Research made up 1.35% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #11 holding.
  • Ridgeline Wealth Planning first reported a position in Lam Research in Q4 2024 and has held it in 7 quarters since.
  • 3,114 funds tracked by Wall St. Rank held Lam Research as of Q2 2026.

Based on Ridgeline Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.